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- Tasks: Deliver high-quality financial advice and manage client relationships.
- Company: Leading independent wealth management firm with a strong brand.
- Benefits: Competitive salary, generous bonuses, hybrid working, and career development.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: CAS status, 2 years' experience, and Level 4 Diploma required.
- Other info: Exciting opportunity for growth in a fast-paced environment.
The predicted salary is between 36000 - 60000 £ per year.
Location: Maidstone. Desk Based
Salary: up to £45k - £50k DOE plus generous bonus scheme.
Full time in the office for first 2 months then hybrid, 2 days WFH and 3 days office.
About the Company
The company is a leading independent wealth management firm, renowned for delivering client-focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment with full company training and career development.
The Opportunity
This is a very exciting opportunity for a Desk Based Financial Adviser to join an established growing financial planning firm. You will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank that will be assigned to you when you start with the firm. The proposition is our firm's digital proposition designed to service clients remotely using our in-house platform designed to service new and existing clients efficiently and traditional platform clients.
Financial Advisor duties and responsibilities
- Deliver high-quality telephone/video-based reviews & holistic financial advice
- Manage and service an existing client bank
- Support the rollout of a new digital platform and collaborate in test-and-learn phases
- Move clients onto the appropriate service level
- Complete most admin/report writing (support provided for complex cases)
- Create bespoke financial plans tailored to client goals
- Maintain accurate records & meet Consumer Duty requirements
- Represent the business professionally and work closely with your support team
What We’re Looking For
- CAS status essential
- Minimum 2 years’ experience in an IFA/financial planning role
- Level 4 Diploma (Chartered progression desirable)
- Networking: Ability to network with professional connections and cultivate new business introductions.
- Strong technical knowledge across pensions, trusts & IHT
- Detail-driven, client-focused, proactive, and confident using CRMs/digital tools
- Strong relationship-building skills
- Intelligent Office experience is a bonus
Contact marie.mcdermott@tate.co.uk to discuss further.
Locations
Financial Advisor in Kent, Maidstone employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Kent, Maidstone
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! Be ready to explain how your experience aligns with their needs. Highlight your CAS status and any relevant qualifications to make a strong impression during interviews.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and potentially lead to referrals.
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It shows your appreciation and keeps you fresh in their minds as they make decisions.
We think you need these skills to ace Financial Advisor in Kent, Maidstone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in financial planning and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Client Focus: Since we’re all about delivering high-quality advice, make sure to showcase your client-focused approach in your application. Share examples of how you've built relationships and provided tailored financial solutions in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Tate Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, trusts, and IHT. The company is looking for someone with strong technical skills, so be ready to discuss your experience and how it relates to the role.
✨Showcase Your Client Focus
Prepare examples of how you've delivered high-quality advice in previous roles. Think about specific instances where you've tailored financial plans to meet client goals, as this will demonstrate your client-centric approach.
✨Familiarise Yourself with Digital Tools
Since the role involves supporting a new digital platform, it’s crucial to show that you're comfortable with CRMs and other digital tools. If you have experience with Intelligent Office, make sure to highlight that during the interview.
✨Network Like a Pro
The ability to network and cultivate new business introductions is key. Prepare to discuss your networking strategies and any successful connections you've made in the past. This will show that you can contribute to the firm's growth.